Find A Portfolio/Ticker
Comparison Box
CPOAX: MORGAN STANLEY MULTI CAP GROWTH TRUST A (MUTUAL FUND)
Basic Info 25.36 0.23(0.92%) May 13
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (60%) |
Start Date: | 03/24/1998 |
Last Dividend Date: | 12/12/2022 |
12-Mo. Yield | 0.00% |
Expenses | 1.15% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 05/13/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/24/1998 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -5.2 | -3.9 | 21.4 | -17.1 | 3.6 | 11.7 | 14.3 | 11.5 | 8.7 | 52.7 | -61.4 | -6.0 | 115.9 | 33.1 | 11.9 | 48.4 | -3.8 | 8.0 | 4.9 | 49.7 | 12.1 | -7.8 | 27.0 | 70.0 | -48.7 | 18.8 | 7.2 | 22.1 | 22.4 | 42.6 | -46.2 | -38.8 | -35.4 | 125.8 | 42.9 |
Sharpe Ratio | NA | -0.58 | 0.56 | -0.44 | 0.05 | 0.33 | NA | NA | 0.23 | 1.53 | -1.02 | -0.18 | 2.88 | 1.4 | 0.38 | 3.95 | -0.22 | 0.46 | 0.26 | 3.5 | 0.79 | -0.3 | 1.29 | 2.35 | -1.07 | 0.8 | 0.25 | 1.47 | 1.57 | 2.21 | -1.2 | -0.78 | -0.68 | 3.38 | 1.53 |
Draw Down(%) | NA | 12.5 | 23.7 | 70.7 | 71.3 | 71.3 | NA | NA | 84.6 | 23.7 | 62.9 | 27.9 | 33.9 | 17.5 | 24.5 | 4.4 | 20.9 | 14.1 | 16.8 | 4.6 | 15.2 | 21.3 | 14.2 | 17.7 | 58.3 | 12.7 | 14.4 | 10.0 | 10.4 | 10.7 | 53.0 | 61.0 | 52.9 | 19.8 | 34.6 |
Standard Deviation(%) | NA | 28.3 | 28.5 | 43.5 | 40.3 | 31.7 | NA | NA | 31.7 | 32.0 | 61.6 | 32.9 | 40.0 | 22.6 | 28.0 | 12.2 | 18.2 | 17.3 | 18.5 | 14.2 | 15.4 | 25.7 | 20.9 | 29.8 | 46.1 | 19.8 | 15.7 | 13.5 | 13.6 | 19.0 | 39.5 | 53.7 | 58.1 | 36.3 | 36.0 |
Treynor Ratio | NA | -0.14 | 0.12 | -0.13 | 0.01 | 0.08 | NA | NA | 0.06 | 0.33 | -0.41 | -0.04 | 1.17 | 0.33 | 0.09 | 0.4 | -0.04 | 0.08 | 0.04 | 0.48 | 0.13 | -0.08 | 0.26 | 0.61 | -0.42 | 0.14 | 0.04 | 0.2 | 0.26 | 0.46 | -0.42 | -0.29 | -0.27 | 0.99 | 0.51 |
Alpha | NA | -0.17 | -0.08 | -0.07 | -0.04 | -0.02 | NA | NA | 0.01 | -0.03 | -0.03 | -0.08 | 0.13 | -0.03 | 0.05 | 0.03 | -0.01 | 0.0 | -0.04 | 0.04 | -0.02 | -0.03 | 0.05 | 0.08 | -0.03 | 0.03 | 0.02 | 0.04 | 0.06 | 0.06 | -0.04 | 0.05 | 0.0 | 0.27 | 0.12 |
Beta | NA | 1.16 | 1.3 | 1.48 | 1.3 | 1.24 | NA | NA | 1.21 | 1.47 | 1.53 | 1.41 | 0.98 | 0.96 | 1.25 | 1.2 | 1.11 | 0.98 | 1.23 | 1.04 | 0.97 | 0.94 | 1.03 | 1.15 | 1.19 | 1.13 | 1.07 | 0.98 | 0.83 | 0.91 | 1.14 | 1.45 | 1.47 | 1.23 | 1.07 |
RSquared | NA | 0.59 | 0.66 | 0.8 | 0.78 | 0.77 | NA | NA | 0.78 | 0.75 | 0.84 | 0.85 | 0.77 | 0.6 | 0.87 | 0.73 | 0.83 | 0.84 | 0.82 | 0.78 | 0.83 | 0.94 | 0.89 | 0.91 | 0.93 | 0.88 | 0.78 | 0.73 | 0.77 | 0.84 | 0.83 | 0.89 | 0.77 | 0.52 | 0.6 |
Yield(%) | N/A | 0.0 | 0.0 | 8.8 | 14.5 | 16.0 | 24.4 | 21.6 | N/A | 0.0 | 13.8 | 12.0 | 17.6 | 9.1 | 9.5 | 32.6 | 8.8 | 8.9 | 7.4 | 12.1 | 13.0 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.9 | 0.0 | 0.0 | 0.0 | 4.6 | 0.0 |
Dividend Growth(%) | N/A | N/A | -100.0 | 40.6 | 43.8 | 695.6 | N/A | N/A | N/A | -100.0 | -8.9 | 34.4 | 146.5 | -3.3 | -66.6 | 236.3 | -3.5 | 17.4 | -18.9 | -7.5 | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/24/1998
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
Best Mutual Funds
- SEQUX (SEQUOIA FUND INC SEQUOIA FUND INC) (100%)
- JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) (100%)
- PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) (100%)
- FFIDX (FIDELITY FUND FIDELITY FUND) (100%)
- TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) (100%)
- NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) (99%)
- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) (99%)
- FBGRX (FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND) (99%)
Best ETFs
- IVW (iShares S&P 500 Growth ETF) (99%)
- VUG (Vanguard Growth Index Fund ETF Shares) (99%)
- IWF (iShares Russell 1000 Growth ETF) (99%)
- QQQQ (PowerShares QQQ) (97%)
- ONEQ (Fidelity® Nasdaq Composite Index® ETF) (97%)
- FPX (First Trust US Equity Opportunities ETF) (97%)
- FTC (First Trust Large Cap Growth AlphaDEX® Fund) (97%)
- MGK (Vanguard Mega Cap Growth Index Fund ETF Shares) (96%)
- PWB (Invesco Dynamic Large Cap Growth ETF) (96%)
- QQEW (First Trust NASDAQ-100 Equal Weighted Index Fund) (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) 0.38% (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) 0.0% (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) 0.24% (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) 0.54% (98%)
- GAM (General American Investors Closed Fund) 0.21% (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) 0.28% (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) 0.28% (97%)
- FXBY (Foxby Corp) 0.0% (64%)
- HEQ (John Hancock Hedged Equity & Income Fund) 0.10% (22%)